MSFT icon

Microsoft

3,546 hedge funds and large institutions have $1.1T invested in Microsoft in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 1,461 increasing their positions, 1,711 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,546
Holders Change
+31
Holders Change %
+0.88%
% of All Funds
72.89%
Holding in Top 10
2,082
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+4%
% of All Funds
42.8%
New
161
Increased
1,461
Reduced
1,711
Closed
98
Calls
$14B
Puts
$15B
Net Calls
-$995M
Net Calls Change
-$206M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
1876
WealthPLAN Partners
Nebraska
$7.6M +$347K +1,663 +5%
AIA
1877
AIMZ Investment Advisors
California
$7.6M -$501K -2,462 -6%
PAMG
1878
Patton Albertson Miller Group
Tennessee
$7.58M +$10.6K +52 +0.1%
TMAM
1879
Tokio Marine Asset Management
Japan
$7.57M +$898K +4,414 +13%
SCM
1880
Stellar Capital Management
Arizona
$7.56M -$266K -1,308 -3%
CG
1881
CFO4Life Group
Texas
$7.56M -$117K -573 -2%
AWE
1882
Avidian Wealth Enterprises
Texas
$7.55M -$555K -2,725 -7%
BAM
1883
Blueshift Asset Management
New Jersey
$7.51M +$7.51M +36,952 New
RIA
1884
Realta Investment Advisors
Delaware
$7.51M +$1.28M +6,301 +21%
CWM
1885
Concentric Wealth Management
California
$7.5M -$250K -1,230 -3%
AWS
1886
AJ Wealth Strategies
New York
$7.47M +$385K +1,894 +5%
LIM
1887
Loudon Investment Management
New Hampshire
$7.47M -$67.8K -333 -0.9%
PCM
1888
Prelude Capital Management
New York
$7.47M -$420K -2,065 -5%
BL
1889
BCWM LLC
Kansas
$7.45M +$45.6K +224 +0.6%
MC
1890
MRJ Capital
New York
$7.45M +$153K +750 +2%
AAMA
1891
Advanced Asset Management Advisors
Ohio
$7.45M -$102K -500 -1%
ED
1892
Exane Derivatives
France
$7.44M +$1.61M +7,912 +28%
FMT
1893
First Mercantile Trust
Tennessee
$7.44M +$926K +4,552 +14%
SCM
1894
Spreng Capital Management
Ohio
$7.44M -$396K -1,944 -5%
IGGA
1895
Iron Gate Global Advisors
Utah
$7.44M +$3.25M +15,370 +78%
PAS
1896
Partnervest Advisory Services
California
$7.42M +$1.45M +7,128 +24%
MDSL
1897
M.D. Sass LLC
New York
$7.42M +$911K +4,475 +14%
BBP
1898
Banco BTG Pactual
Brazil
$7.41M +$1.93M +9,474 +35%
SAM
1899
Selway Asset Management
$7.41M +$281K +1,380 +4%
TAMH
1900
Taikang Asset Management (HK)
Hong Kong
$7.4M -$594K -2,917 -7%